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Provide total end-to-end customer relationship building from the initial prospective sales stage to tracking customer service issues and client's overall score card. Opportunity tracking, associate collaboration, and sales stage reporting keep sales teams on the same page with all vital information in one system. Trouble tickets, customer concerns, and call log tracking helps the customer service department manage day-to-day questions and concerns while management can monitor response times and problem trends. Add personal, global, customer, and vendor contacts into the system and sync them with Outlook. Track full contact communication through activity logs to record meetings, phone calls, emails and more. Sharing contacts with others helps information to be shared and maintained across multiple employees to ensure the most up-to-date and relevant information. 
Maintain contact information, driving directions, multiple facilities/offices, financial standings and more. Keep track of employee and vendor sales representatives for each customer and track sales commissions based on net profit or total sale. Track prospective customers and transfer them to a real customer once obtained. Customer transaction logs and specific price level set up allows the ability to monitor customer growth and changes over time. 
Manage vendors in one centralized system in a hierarchy allowing vendors to be layered for optimal tracking. Vendor sources allow specified products to be located by vendor and cost for each item to be set on the vendor level while monitoring financial information such as payment terms, credit limits, minimum buy prices and more. 
Create, organize and manage current leads and opportunities by tracking sales opportunities by sales stage, sales potential, representative, and more. Allow management to monitor sales personnel progress and stay up-to-date on new and upcoming leads ensuring that the sales staff is staying on top of potential sales opportunities. 
Help even the most complicated companies stay organized when quoting multiple customers, supports multiple-stage quoting to allow differing levels of priority and segmentation, copy quotes directly to orders, and utilize revision support to monitor unlimited revisions to customer's quotes-never lose track of quote history. 
Keep up with orders by entering new orders directly into the system or by copying directly from quotes, track due dates and payment schedules, memorize orders to be auto-entered at a specified time, and integrate directly with EDI. 
Help sales representatives speed up the forecasting process while generating more information on each forecast than ever before by setting up detailed forecast profiles on each customer and entering budget numbers based on monthly estimates. 
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